Retirement Planning

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RETIREMENT EQUITIES SEP 19, 2014
What Scotland's 'no' vote means for markets

Today's <i>Breakfast with Benjamin</i>: What Scotland's 'no' vote might mean for the markets, Alibaba's IPO prices in record territory, the 'dumb money' is getting smarter, and gold continues to slide.

RETIREMENT RETIREMENT PLANNING SEP 19, 2014
We sold our business. Now what do we do?

Ask an Adviser: An investment plan for an entrepreneurial couple

RETIREMENT RETIREMENT PLANNING SEP 19, 2014
Liquid alts are a threat to hedge funds as we've known them

Calpers decision raises questions about high hedge fund fees, even as those funds are evolving

RETIREMENT RETIREMENT PLANNING SEP 19, 2014
Caregiving costs hit family finances, employment, retirement

Nearly half of families spend more than $5,000 per year in caregiving expenses.

RETIREMENT RETIREMENT PLANNING SEP 18, 2014
Strategies arise to take advantage of new IRS after-tax rollover

Though after-tax dollars in a 401(k) can now be rolled into a Roth IRA, few employers accept such contributions.

RETIREMENT RETIREMENT PLANNING SEP 18, 2014
Student loans imperil parents' retirement

Borrowing or cosigning for a child could mean debts too hard to get out from under

RETIREMENT RETIREMENT PLANNING SEP 18, 2014
Why health care is the ultimate retirement wild card

New study focuses on the need to integrate health care and retirement planning.

RETIREMENT RETIREMENT PLANNING SEP 18, 2014
Morningstar wins more Voya retirement business

Managed account provider backs new service that could be rolled out to 400,000 plan participants.

RETIREMENT RETIREMENT PLANNING SEP 17, 2014
Lesson from Princess Di: The right will is critical to carry out your wishes

Troubling questions remain as Prince Harry receives his share of the estate

RETIREMENT RETIREMENT PLANNING SEP 17, 2014
Sometimes the IRS loses in court

Engineer's rollover case points out the need for a good lawyer schooled in tax law.

RETIREMENT EQUITIES SEP 16, 2014
Central bankers are pushing the whole world into stocks

On today's <i>Breakfast with Benjamin</i> menu: Low rates around the world is pushing everyone into stocks. Plus: Where to work if you want a big fat 401(k); the German bund flirts with a negative yield; Australia becomes the new junk-bond haven; and how not to be a horrible boss.

RETIREMENT RETIREMENT PLANNING SEP 15, 2014
Advisers help clients brace for health care surprises in retirement

Though a client's potential health crisis can't be anticipated long before it comes, a plan can be sketched out.

RETIREMENT RETIREMENT PLANNING SEP 15, 2014
Publication of Robin Williams' trusts highlights privacy concerns

As outdated documents related to the actor's estate hit the tabloids, experts weigh in on how to keep your clients' plans confidential.

RETIREMENT RETIREMENT PLANNING SEP 14, 2014
Record giving by the wealthy boosts charity

Almost 100% of wealthy households donated to charity last year, according to U.S. Trust. Education tops the list of causes.

RETIREMENT RETIREMENT PLANNING SEP 14, 2014
Romney-sized IRAs scrutinized as government studies taxes

'Never intended to be a tax shelter for millionaires,' Congressman says of retirement savings vehicle.

RETIREMENT RETIREMENT PLANNING SEP 13, 2014
BlackRock's iShares steps back from target date ETFs it helped pioneer

iShares fund closures suggests ETFs have a long way to go before they achieve a place in retirement plans.

RETIREMENT RETIREMENT PLANNING SEP 12, 2014
Social Security returns to snail mail

Agency encourages Americans to create personal online accounts, but has given up counting on it

RETIREMENT RETIREMENT PLANNING SEP 12, 2014
Unpaid caregiving costs families dearly

Nearly half of families spend more than $5,000 per year in caregiving expenses.

RETIREMENT RETIREMENT PLANNING SEP 11, 2014
Finances for the new single majority

How to manage your planning when there's no spouse at your back

RETIREMENT RETIREMENT PLANNING SEP 11, 2014
How a gloomy health prognosis affects Social Security claiming strategy

For one couple, shortened life expectancy is a strong reason to collect benefits early.